Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon M. MatyuchFrost Brokerage Services, Inc.Citigroup Global Markets Inc.09-10-2019
Jonathan Robert KoteckiFrost Investment ServicesCitigroup Global Markets Inc.11-16-2018
Carlos Gabriel Solano MonestelJ.P. Morgan Securities LLCCitigroup Global Markets Inc.04-27-2018
Bradley Vaughn LivingstonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$25011-17-2017
Nicholas Ray XimenezJ.P. Morgan Securities LLCCitigroup Global Markets Inc.10-20-2015
Ryan K Van WagenenUBS Financial Services Inc.Citigroup Global Markets Inc.09-08-2015
Christopher M MillerInvestment Professionals, Inc.Citigroup Global Markets Inc.02-04-2015
Todd Alan VolkmanRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$25011-10-2014
Gregory Dean AndersonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.10-16-2014
Kimberly Kay RuleWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$50010-01-2014
John Louis Fair Jr.Hornor, Townsend & Kent, LLCCitigroup Global Markets Inc.08-25-2014
Laura Marie SalaburuWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$10007-18-2014
Tareq AbdallaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$25007-18-2014
Jun Michael TangBBVA Securities Inc.Citigroup Global Markets Inc.07-16-2014
Michael Campbell KettnerKestra Investment Services, LLCCitigroup Global Markets Inc.07-15-2014
Melvin M McCulloughCary Street PartnersCitigroup Global Markets Inc.$10007-10-2014
Richard Patrick VerlinTransamerica Financial Advisors, IncCitigroup Global Markets Inc.06-16-2014
Jacqueline Sue MijolMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.01-15-2014
Antonio Medrano IIIUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.10-11-2013
Josheua L BurnsUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.08-27-2013
Jonathan M PobleteWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$10008-23-2013
Raed Mahmoud RashidWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Citigroup Global Markets Inc.$25008-23-2013
Troy Don SwanerMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$10008-15-2013
Charles Bruce Denson Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.07-22-2013
Jose Luis Rincon-Gallardo RomoUBS Financial Services Inc.Citigroup Global Markets Inc.06-28-2013
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.